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Shift4
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Overview Fund Activity

434 hedge funds and large institutions have $6.54B invested in Shift4 in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 175 increasing their positions, 143 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
5.9%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
69
Increased
175
Reduced
143
Closed
61
Calls
$160M
Puts
$70.2M
Net Calls
+$90.2M
Net Calls Change
+$127M

Top Buyers

1
DPCM
Darlington Partners Capital Management
California
+$184M
2
DCP
Durable Capital Partners
Maryland
+$64.5M
3
PL
Perpetual Ltd
Australia
+$56.9M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$47.6M
5
UBS Group
UBS Group
Switzerland
+$31.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$134M
2
Citadel Advisors
Citadel Advisors
Florida
-$78.9M
3
Jennison Associates
Jennison Associates
New York
-$60.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$29.9M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Point72 Asset Management
26
Point72 Asset Management
Connecticut
$63.2M -$414K -5,068 -0.7%
PL
27
Perpetual Ltd
Australia
$56.9M +$56.9M +695,912 New
American Century Companies
28
American Century Companies
Missouri
$55.8M +$8.21M +100,501 +17%
SIG
29
Senator Investment Group
New York
$55.4M +$13.6M +165,973 +32%
BBHC
30
Brown Brothers Harriman & Co
New York
$54.9M +$8.15M +99,722 +17%
TIM
31
Thornburg Investment Management
New Mexico
$53.8M -$6.49M -7,942 -11%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$52.9M -$134M -1,636,401 -72%
Bank of America
33
Bank of America
North Carolina
$50.6M +$4.43M +54,230 +10%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$48.2M +$47.6M +582,579 +7,719%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$47.5M +$18.6M +228,079 +65%
Northern Trust
36
Northern Trust
Illinois
$43.8M +$1.19M +14,517 +3%
1CM
37
14B Capital Management
California
$42.9M +$3.19M +39,000 +8%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$39.2M -$78K -955 -0.2%
Charles Schwab
39
Charles Schwab
California
$37.6M +$28.9K +354 +0.1%
Fidelity International
40
Fidelity International
Bermuda
$34.4M +$19.6M +239,449 +132%
Franklin Resources
41
Franklin Resources
California
$34.3M +$17K +208 +0%
PCM
42
Portolan Capital Management
Massachusetts
$33.2M +$21.7M +265,528 +188%
CRCM
43
Cat Rock Capital Management
Connecticut
$32.3M +$1.39M +17,002 +4%
Invesco
44
Invesco
Georgia
$31.5M +$14.2M +174,076 +82%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$28.9M +$682K +8,341 +2%
PCM
46
Palisade Capital Management
New Jersey
$28.1M +$2.33M +28,534 +9%
RHJA
47
Rice Hall James & Associates
California
$28.1M +$9.21M +112,717 +49%
BGDI
48
BW Gestao de Investimentos
Brazil
$27.5M +$21.9M +267,715 +392%
First Trust Advisors
49
First Trust Advisors
Illinois
$26.9M -$5.5M -67,302 -17%
KCM
50
Kornitzer Capital Management
Kansas
$26.5M -$2.82M -34,505 -10%
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